BUSINESS
Many stocks trading at high PE multiples but recent correction has helped reduce froth in market, says Kotak AMC’s Harsha Upadhyaya
'Most sectors have participated in the rally over the last few years, but private banks stand out as offering valuation comfort,' Upadhyaya said at the Kotak AMC Market Outlook 2025 event.
BUSINESS
India could be an oasis amid global uncertainty though some challenges persist, says Kotak AMC’s Nilesh Shah
The festival and wedding seasons are driving a resurgence in consumption. With around 4.8 million weddings expected, generating spending of about Rs 6 lakh crore, the second half of FY25 looks better, Shah believes.
BUSINESS
No ‘screaming opportunities’ but reasonably valued stocks available in small- and mid-cap space: Groww AMC’s Anupam Tiwari
In conversation with Moneycontrol, Tiwari spoke about the fund house’s latest multi-cap offering, why he continues to be bullish on India
BUSINESS
For 2025, Kotak AMC sees opportunities across spaces despite recent slowdown
Kotak AMC is advising investors to look at large caps in the current market. “We believe that within equities, one should be slightly overweight on large caps at this point of time," said CIO Harsha Upadhyaya.
BUSINESS
An active 'ethical' MF scheme comes to market after 15 years. Chirag Mehta of Quantum MF explains trigger
Many investors expressed interest in aligning their investments with their values. This inspired us to explore the creation of a fund tailored to these principles, explains Mehta.
BUSINESS
India’s GDP misses expectations, but experts see limited market fallout
Most market experts suggest that the disappointing GDP print for the September quarter will have a limited impact on the markets.
BUSINESS
IT stocks’ quiet comeback: The second-most underweight sector for domestic mutual funds turns the tide
Fund managers are gradually cutting their underweight position in IT sector as stocks rise steadily on hopes of better growth under Trump
BUSINESS
Active momentum funds gather steam as large fund houses enter the fray
While the debate around active versus passive approach continues, both factions agree that momentum strategies come with inherent risks.
BUSINESS
We are AAA-rated, could look at ESG funds to raise debt financing, says NTPC Green CEO Rajiv Gupta
'We are the only AAA rated company in the renewable sector here and we are able to access debt easily from domestic markets. Even we are trying to access the ESG funds. So, we have never had any issues as far as debt is concerned,' says Gupta.
BUSINESS
NTPC Green shares make a strong debut with 14% gain. Should you cash out?
NTPC Green Energy shares made a modest stock market debut on the National Stock Exchange (NSE) at a premium of over 3 percent, days after the Rs 10,000 crore issue was subscribed 2.42 times in the primary market.
BUSINESS
PSU Banks, IT, realty lead gains as stock market rebounds
The rally, according to experts, was broad-based, with stocks like State Bank of India, TCS, ITC, UltraTech Cement, and Titan Company driving the indices.
BUSINESS
NTPC: What next for the stock with NTPC Green Energy IPO done?
Most analysts Moneycontrol spoke to remain positive on the stock, based on order book and demand in the core business, although some concerns on recent earnings performance remain
BUSINESS
Worried about ongoing corrections through 2025, but bullish on India long-term: CLSA’s Vikash Jain
In the short term, Indian markets could benefit from a seasonal rally. "There could be a reasonable relief. Markets are up 10% and they can easily rally 5-7 percent in the next 6-8 weeks," he said.
BUSINESS
We are cautiously optimistic on IT sector but structural headwinds remain: CLSA's Sumeet Jain
Jain noted that without significant large deals, growth will depend on a revival in discretionary spending, which remains uncertain due to macroeconomic factors like interest rates and inflation.
BUSINESS
Large Cap schemes see flows nearly double in October: What’s driving the money
Looking ahead, experts anticipate continued volatility in the equity market, influenced by global factors such as trade policies and geopolitical developments.
INDIA
PSUs, Sensex firms see maximum erosion in investor wealth; BSE mcap plunges by nearly Rs 50 lakh crore
The combined market capitalisation of all listed firms on the BSE has plunged by nearly Rs 50 lakh crore since its peak on September 27, amid a persistent correction in domestic equities
BUSINESS
India most under-owned by foreign investors among EMs, correction may attract dollars: CLSA's Alexander Redman
CLSA's equity strategist said that even though the market still looks a bit expensive relative to what may be warranted, it has come down significantly from the peak.
BUSINESS
'If investors want to own India cheap, they may never own it': CLSA's Shaun Cochran
Cochran explained that for two decades, China was the darling of global markets, benefiting from its WTO ascension and dominance in global exports. But China has now reached maturity, and the world is seeking more diversified supply chains post-COVID. This transition, he believes creates an opportunity for India.
BUSINESS
Cash is king, and the king is in action mode
Mutual funds invested nearly Rs 89,000 crore during the month, a significantly higher figure when compared to the previous months – September saw MFs deploying cash totalling Rs 30,000 crore, as per SEBI data.
BUSINESS
Samir Arora's market philosophy: Things doing badly turn around fast, and things doing well don’t suddenly falter
Arora explained that the last three years have seen some of the lowest returns in history for Nifty, though the NSE 500 index has fared somewhat better
BUSINESS
Ramesh Damani on his worries about Donald Trump's win and what it means for India, world
"India is lucky that they have a strong domestic economy and emerging economy... we’ll be fine in the coming times but the world will look different...” Damani has said
BUSINESS
Thematic, sectoral funds face cyclical challenges; Here's Shriram AMC's Deepak Ramaraju on the ideal approach for investing
To overcome this challenge, an ideal approach would be to adopt a multi-sector rotation approach, said Ramaraju.
BUSINESS
Wealth Index: Most HNIs and ultra HNIs have return expectations of 12-15%
A study by CRISIL and 360 One Wealth mapped the investment preferences of HNIs and UHNIs.
BUSINESS
Key highlights for equity markets from AMFI's latest data
For the month, SIP contributions were around Rs 25,322.74 crore, up from Rs 24,509 crore in the previous month. Total SIP assets reached Rs 13.30 lakh crore, representing 20 percent of the total AUM.
